Administrator

Exciting Opportunity : Join a Dynamic Financial Team as an Administrator !

A leading investment-focused financial planning firm is seeking a skilled and motivated Administrator to join their high-performing team. This is an exciting opportunity for a detail-oriented professional to contribute to a thriving business, supporting wealth management processes in a fast-paced, client-focused environment.

Position Overview

Role : Administrator

Location : Durban

Terms : Permanent employment

Work Hours : Full-time, 08 : 0016 : 30, office-based

Key Responsibilities The Administrator will play a vital role in ensuring seamless operations, including :

Preparing compliance documentation for audits and records.

Compiling policy schedules and investment reports for advisor meetings.

Organizing meeting files for in-person engagements.

Resolving administrative tasks via phone and online platforms, collaborating with service providers and team members.

Addressing queries and providing detailed feedback to the administration manager.

Supporting general administrative tasks to maintain operational efficiency.

Required Qualifications and Skills

Matric certificate.

Minimum of 3 years experience in the financial services or investments industry, ideally with a CAT I Financial Services Provider (FSP).

Knowledge of the Financial Services Industry, including FAIS.